15 Best FREE Sales Management Software (2023)
Salespeople use sales management software to manage and record their day-to-day activities and keep track of their pipelines, contacts, and more. It’s also used by sales managers to identify trends growth opportunities and manage team onboarding, coaching, and motivation.
The main advantages of using a sales management solution are to clear tedious tasks from your schedule, also helps you to focus on the activities that drive sales. This applies not only to you as a sales manager but also allows you to keep track of and streamline your team’s activities for minimal input and maximum output.
Following is a handpicked list of Top Sales Management Software, their key statistics, pros and cons, features, and website links. The list contains open-source (free) and commercial (paid) software. Read more…
Best Sales Management Software
Name | Monday | Pipedrive | Zoho CRM | SalesForce |
Features | ✔️ Offers that allow macro-level views of projects ✔️ It offers services in multiple languages |
✔️ Cut sales-related legwork ✔️ Automate your workflow, cut the legwork |
✔️ It allows you to access your business contacts at your fingertips. ✔️ Zoho CRM enables you to manage your tasks and deals efficiently. |
✔️ Build more meaningful and lasting relationships. ✔️ It offers improved communication and training materials. |
Price | Free Forever Plan | 14 Day Free Trial (No Credit Card Required) | 15-day free trial (No Credit Card Required) | 30 Day Free Trial (No Credit Card Required) |
Review/Rating | ||||
Link | Visit website | Visit website | Visit website | Visit website |
1) Monday
Monday.com is one of the best sales management systems that offers a clean interface with colour-coded features. This workflow software is suitable for big or small teams, and it also provides a user-friendly mobile app and highly customizable workflows. It also helps you to collaborate with your team in one shared workspace
Email Automation: Yes
Integration: Microsoft Teams, Dropbox, Slack, Zapier, Google Drive, etc.
Free Trial: Free Forever Plan
Features:
- Offers that allow macro-level views of projects
- Easy integrations with dozens of platforms like Slack and Google Drive
- This software for sales managers offers services in multiple languages
- You can add your action items reorder based on priority
- Allows you to assign team members to each action item and monitor your plan’s progress at every stage.
- Supported platforms: Windows, Mac, iPhone, Android, and web
- Pricing: Four Pricing plans: 1) Individual – $0 per month, 2) Standard – $10 per month, 3) Pro – $16 per month, 4) Enterprise/quote-based
- Free Trial: Free Forever Plan
👍 Pros | 👎 Cons |
---|---|
It offers unlimited users and boards. | It offers unlimited users and boards. |
It also helps you to collaborate with your team in one shared workspace. | You can add a few users costs you extra money. |
Provides services in multiple languages | |
It enables you to integrate it with your existing tools. | |
It helps your team to stay on track with sprints. |
Free Forever Plan
2) Pipedrive
Pipedrive is a centralized sales hub designed to present data in an accessible and readable format, allowing salespeople to collaborate, optimize their sales process, and even forecast sales cycles. It helps you to create customized sales reports. It helps you to improve your sales process and get your team on the path to sales success.
Email Automation: Yes
Integration: Zapier, Google Meet, Microsoft Teams, Pipechat, HubSpot, etc.
Free Trial: 30 Day Free Trial (No Credit Card Required)
Features:
- Live chat feature that allows customers connect with the sales reps easily
- This software for sales management Cut sales-related legwork
- Automate your workflow, cut the legwork
- You can create and send invoices to your invoicing app directly from Pipedrive
- Capitalize on dedicated lead qualification features
- Supported platforms: Linux, Windows, Android, iPhone, Mac, Web-Based, etc.
- Pricing: 1) Silver: US $12 .50 per month 2) Gold: $24.20 per month 3) Platinum: US $49.17 per month.
- Free Trial: 14 Day Free Trial (No Credit Card Required)
👍 Pros | 👎 Cons |
---|---|
You can access your sales data on the go from any device | It is meant for small to mid-scale businesses. |
It helps you to gain valuable insights about your contacts with one click | Limited solutions and features to handle marketing. |
Automate sales tasks | |
Tailor your processes to your business needs | |
Tailor your processes to your business needs |
14 Day Free Trial (No Credit Card Required)
3) Zoho CRM
Zoho CRM is sales team management software that helps you organize contacts, tasks, and deals in one place. It enables you to maintain your customers’ address book from your sales team member’s access to a centralized location. You can keep tabs on your key performance metrics, pipeline, and targets for the month.
Email Automation: Yes
Integration: Google, Zapier, GitHub, Dropbox.
Free Trial: 14 Day Free Trial
Features:
- It allows you to access your business contacts at your fingertips.
- Zoho CRM enables you to manage your tasks and deals efficiently.
- Provide virtual selling, enablement, forecasting, and planning.
- It is one of the best sales management software that provides Multiple Pipelines.
- It offers helpdesk, email & social media marketing, surveys, and analytics built around your CRM.
- Supported platforms: Web, Android, and iOS.
- Pricing: Four pricing plans: 1) Standard- $14 /user/month billed annually 2) Professional- $23/user/month billed annually 3) Enterprise– $40 /user/month billed annually 4) Ultimate-$52/user/month billed annually.
- Free Trial: 15-day free trial (No Credit Card Required)
👍 Pros | 👎 Cons | |
---|---|---|
Turn sales activities into games | Limited customer support | |
Provide real-time actionable sales notifications | ||
Offers an advanced BI – bundled with Zoho Analytics | ||
It helps you to convert your live chats into leads | ||
You get a glimpse of what stage each customer. |
15-day free trial (No Credit Card Required)
4) SalesForce
Sales Cloud by Salesforce is a valuable tool for building a productive sales process, managing the sales pipeline, and leveraging CRM software to increase selling opportunities. It helps you to grow your revenue with confidence. It offers a built-in AI-based sales assistant who could eliminate manual data. It offers the ability to set complex workflow rules and automation
Email Automation: Yes
Integrations: Google Workspace, Slack, Quickbooks, etc.
Free Trial: 30 Days
Features:
- You can keep tabs on your key performance metrics, pipeline, and targets for the month.
- You can increase customer loyalty, retention, and satisfaction.
- Enables you to identify new opportunities to help address any problems.
- Build more meaningful and lasting relationships.
- It offers improved communication and training materials.
- It helps you sell more and close deals faster with regular feature releases.
- Supported platforms: iOS and Android.
- Pricing: Four Pricing plans: 1) Essential- $25 per month 2) Professional– $75 per month 3) Enterprise- $150 per month 4) $300 per month
- Free Trial: 30 Day Free Trial (No Credit Card Required)
👍 Pros | 👎 Cons | |
---|---|---|
Deliver tailored sales experiences with in-depth contact and account management. | The pricing structure is complicated. | |
Track sales opportunities and move forward faster | It has a steep learning curve. | |
Streamline the sales process. | ||
Quickly create up-to-the-minute quotes. | ||
It helps you create a sales process unique to your business. |
30 Day Free Trial (No Credit Card Required)
5) HubSpot Sales Software
HubSpot is sales software with a powerful dashboard showing sales statistics in real time. This sales management software allows you to track deal flow based on performance, and it offers an all-in-one solution to run complete inbound marketing campaigns.
Email Automation: Yes
Integration: Microsoft Teams, Dropbox, Slack, Zapier, Google Drive, etc.
Free Trial: Free Forever
Features:
- Allows you to open an attachment for timely, relevant follow-up with the hottest leads
- You can automate time-consuming tasks like lead rotation, task creation, and more
- It helps you eliminate manual entry as every lead’s contact info and clicks get logged automatically
- Supported platforms: Web, Android, and iOS.
- Pricing: Four Pricing plans: 1) Starter- $45/ per month. 2) Professional-$800/ per month 3) Enterprise- $3200/ per month.
- Free Trial: Free Forever Plan
👍 Pros | 👎 Cons | |
---|---|---|
It offers the features of Contact management and Pipeline management. | It can get expensive as your needs grow. | |
It provides Forms, Ad management, Live chat, and Chatbot builder features. | Few templates and forms are hard to customize. | |
Operations Managers can use features like productivity tools and prospect tracking. | ||
Time-to-close reports and conversations inbox for the customer service teams. |
Free Forever Plan
6) Clickup
ClickUp is an effective tool to create a repeatable sales process for your team by making it easy to set up appointments, track leads, and allows you to send quotes. This sales management software allows you to assign and resolve comments to tasks. It allows you to add headers, bullets, colours, and more to customize your important notes. It helps you to create a highly visualize dashboard.
Email Automation: Yes
Integration: Google drive, GitHub, Bitbucket, Cloud, etc.
Free Trial: Free Forever Plan
Features:
- Automated text messaging
- Create your plan of action
- Provides a customer-centric approach
- It offers a highly efficient dashboard view
- You can access notes from your browser or mobile device
- It helps users to synchronize inboxes, contacts, and calendars into the CRM
- Enables you to sort tasks by project
- Supported platforms: Windows, Mac, Linux, iOS, Android, etc.
- Pricing: Three pricing plans 1) Lite-$56/month 2) Pro-$119/month 3) Max- $140/month.
- Free Trial: Free Forever Plan
👍 Pros | 👎 Cons | |
---|---|---|
It has automated emails and texts that save you time on follow-up. | Too many options for customization. | |
Keeps your work calls and messages separate. | Does not offer the greatest UI designs. | |
It helps you to create a repeatable sales process for your team. | ||
Automate your repetitive marketing tasks |
Free Forever Plan
7) Zendesk Sales CRM
Zendesk is a sales management app that helps you enhance sales teams’ productivity, processes, and pipeline visibility. This sales management tool helps you keep track of every interaction with every customer and turn that data into a report. It allows you to make calls, send emails, schedule meetings, and it helps you to focus on the highest value leads.
Email Automation: Yes
Integration: JIRA, Salesforce, Shopify, Slack etc.
Free Trial: 14 Day Free Trial (No Credit Card Required)
Features:
- Sell delivers complete pipeline visibility so you can plan, track, manage and analyze your sales process
- You can conduct your marketing campaigns
- You can build your apps with the help of the Zendesk Apps framework
- Dive deeper into your sales data with prebuilt dashboards
- Supported platforms: Android and iOS.
- Pricing: Three pricing plans: 1) Sell Team- $19 per month 2) Sell Professional- $49 per month 3) Sell Enterprise- $99 per month.
- Free Trial: 14 Day Free Trial (No Credit Card Required)
👍 Pros | 👎 Cons | |
---|---|---|
You can collect your customer support tasks and manage them in one single place. | Zendesk pricing is relatively high. | |
Maximize productivity, pipeline visibility, and revenue for sales teams | ||
Sell gives sales reps access to integrated tools that provide the full context of a customer account | ||
It helps you to manage sales efficiently | ||
Make calls, send emails, schedule meetings, and view deal history all from one place. |
14 Day Free Trial (No Credit Card Required)
8) Act! CRM
An ACT is an all-in-one CRM for sales and marketing tool which allows you to generate repeated clients. It is one of the best Sales Management software for small businesses that allows you to perform advanced contact management and email marketing features.
Features:
- It helps you to keep all your contact & customer details
- Act offers customizable dashboards integrations with Outlook, Gmail, Zoom, and DocuSign.
- You can unlock the full potential of Act! with Custom Tables! Manage detailed
- Optimize methods you and your team communicate with prospects and customers
- It helps you to generate repeat clients and build even stronger relationships.
- Supported platforms: Android and iOS apps
- Free Trial: 14 Day Free Trial (No Credit Card Required)
👍 Pros | 👎 Cons | |
---|---|---|
WYSIWYG email editor | Steep learning curve | |
Email deliverability reporting | Many routine tasks present significant difficulties | |
Eady Data quality management | ||
Marketing Automation Integration | ||
Highly customizable and versatile |
14 Day Free Trial (No Credit Card Required)
9) Keap
Keap is a sales management software app that helps you increase your business and improve customer service. It allows you to capture new leads, assign tasks, and send emails to clients. It enables you to access client information from any device. You will get a dashboard to track the sales process.
Features:
- Enables you to connect the Keap app with Outlook or Gmail.
- Clients can make payments in one click.
- A dedicated business line that keeps your work calls and messages separate.
- You can create smart forms using which you can collect client data.
- Scheduling and managing appointments are easy.
- Supported Platforms: Web-based, Android, & iOS.
- Pricing plans: Three pricing plans: 1) Lite- $40 per month, 2) Pro – $80 per month), and 3) Max- $100 per month
- Free Trial: 14 Day Free Trial
👍 Pros | 👎 Cons | |
---|---|---|
Provides functionalities for creating custom forms and embeds them to websites or landing pages. | Keap is an expensive tool. | |
It offers features for sending emails, making a call, etc. | ||
Automate your repetitive marketing tasks | ||
You can create a repeatable sales process for your team | ||
Keeps your work calls and messages separate. |
14 Day Free Trial
10) Freshsales
Freshsales helps you to accelerate your revenue with context-driven sales, and it helps you to grow customer value with integrated sales and support. Bring sales and support functionalities together with the Freshdesk Integration.
Features:
- You can send sales goals and monitor in the system on a daily, weekly, or quarterly basis
- Auto-assignment rules automatically assign lead contacts to specific sales.
- Improve sales conversions with AI-powered insights
- Sales forecasting tools to analyze future revenue and growth potential
- Pricing: Four Pricing plans: 1) Free: Unlimited users 2) Growth:$18 per user- per month 3) Pro:$47 per user, per month 4) Enterprise:$83 per user- per month
- Free Trial: Lifetime Basic Free Plan
👍 Pros | 👎 Cons | |
---|---|---|
Offer robust automation capabilities for assigning leads, territories, tasks | They limited dashboard customization capabilities on the free plan. | |
Provides AI-powered Chatbots to chat with visitors in real-time. | The platform has limited per-user storage. | |
It helps you to improve seller effectiveness by streamlining your sales process. | ||
You can reduce IT complexity & cost with a comprehensive solution | ||
Capture visitor information with customizable Web Forms |
Lifetime Basic Free Plan
11) Close
Close is a great CRM tool to manage your relationships with leads and customers. It offers impressive sales automation features that can help nearly any lead generation or sales process. This sales management software helps you to centralize much of your lead generation and sales pipeline and organizes your entire team.
Features:
- Easily import your leads
- Intuitive and easy-to-use dashboard
- VOIP calling right out of the box
- Send in bulk without any tech stress
- It helps you to track your emails, so you know who opened what
- Undo-send feature allows you to fix any errors
- Supported platforms: Web, Mac, and Windows.
- Pricing: Three pricing plans 1) Starter- $29 per month. 2) Basic- $69 per month. 3) $99- Professional per month.
- Free Trial: Yes – 14 days
👍 Pros | 👎 Cons | |
---|---|---|
You can focus on your red-hot leads first | A little of a steep learning curve | |
It offers feature for HTML customization so you can easily brand your campaigns | Free plans offer a very limited number of features. | |
It enables you to remain focused on the deals that matter most | ||
You can schedule your emails to send when you want |
14 Day Free Trial
12) Engagebay
EngageBay is a simple, affordable, all-in-one marketing and sales CRM software built for small businesses and start-ups to acquire, engage, nurture web visitors, and convert them to happy customers. It helps you to automate your marketing and sales funnel.
Features:
- It helps you receive and make calls to your contacts without ever leaving your CRM.
- Track every metric of customer behaviour and get insights into pages to read time spent per page.
- This sale management software offers a 360-Degree Customer View.
- Multi-Ticketing Groups.
- You can create customized reports using different criteria and generate metrics.
- End-to-end Interaction Management.
- Supported platforms: Web, Mac and Windows, Android, and iOS.
- Pricing plans: Four pricing plans 1) Free 2) Basic – $11.99 3) Growth- $39.99 4) Pro- $63.99.
- Free Trial: Free Forever Plan
👍 Pros | 👎 Cons | |
---|---|---|
EngageBay records all your communications with clients via phone and email | Provides very fewer options in templates. | |
Advanced automation and 50+ features. | Does not have an SMS function. | |
EngageBay gives you a complete view of every interaction you have ever had with your leads | ||
Let your sales agents perfectly deliver every time on every call. | ||
Streamline the sales processes by creating tasks and adding tasks automatically |
Free Forever Plan
13) Insightly
Insightly is a sales management software that offers advanced functionality and a wide range of integration options. It helps you to track relevant lead information.
Features:
- It allows you to create a multi-step business process with Insightly.
- Easily customizable reporting.
- It helps you to build personalized marketing campaigns to help grow your business
- Align your teams around a single source to gather customer information
- It helps you to build custom applications for your business.
- You can design the dashboard according to your need.
- Supported platforms: Windows, Android, and iOS.
- Pricing: Three Pricing plans: 1) Plus-$299 per month 2) Professional- $599 per month 3) Enterprise- $1,299 per month.
- Free Trial: Yes – Free for 2 users
👍 Pros | 👎 Cons | |
---|---|---|
Create engaging customer journeys and grow pipeline | It doesn’t provide live chat support and on-premises deployment. | |
It provides an uncommon and handy relationship-linking feature | Does not have any automation feature. | |
It helps you to stay connected to the apps you already use | ||
You can create a multi-step business process with Insightly. | ||
Centralize your customer data that helps you to close more deals |
Free for 2 users
14) Nutshell
Nutshell CRM is built for sales teams which collaborate to increase conversion rates. It also offers email marketing capabilities that make it an all-in-one tool for growth marketing.
Nutshell is entirely customizable and can help lead management, generation, and lead scoring. It also supports sales automation email sequencing and integrates well with third-party applications such as Gmail and Outlook.
Features:
- Complete sales process automation
- Visual pipeline management
- Customizable performance reports
- Centralized contact management
- Free data migration assistance
- Email templates and automated sequences
- Team collaboration and marketing tools
- Supported platforms: Android and iOS
- Pricing: Two pricing plans: 1) Starter Plan at $22/user/month 2) Pro Plan at $35/user/month.
- Free Trial: Yes – 14 days
👍 Pros | 👎 Cons | |
---|---|---|
Automate your sales and marketing email | This sales management tool doesn’t allow you to import contacts from your social media sites. | |
Sales reporting and forecasting | Nutshell is suitable for smaller businesses and medium-sized businesses. It can’t handle complex business processes. | |
You can design and send marketing emails to thousands of contacts | ||
Deliver drip sequences at the perfect moment | ||
It helps you to track the impact of your marketing emails in real-time |
14 Day Free Trial
15) Copper
Copper is sales team management software fully integrated with popular Gmail and Google Calendar tools. Many Copper users mentioned switching from Salesforce or HubSpot to save money with a more stripped-down solution. It provides a dashboard that displays the sales amount you need to achieve.
Features:
- Offers real-time currency conversions.
- It helps you manage your contact by customizing contact types of categories of business relationships.
- Deliver robust revenue analytics that gives you visibility into your entire sales funnel in real time.
- Email Sequences & Drip Campaigns.
- Built to work seamlessly with G Suite.
- It offers s many templates to send emails in bulk.
- Supported platforms: Web, Android, and iOS.
- Pricing: Three Pricing plans: 1) Basic- $25 2) Professional- $59 3) Business- $119.
- Free Trial: Yes – 14 days
👍 Pros | 👎 Cons | |
---|---|---|
Automate your sales and marketing email | This sales management tool doesn’t allow you to import contacts from your social media sites. | |
Sales reporting and forecasting | Nutshell is suitable for smaller businesses and medium-sized businesses. It can’t handle complex business processes. | |
You can design and send marketing emails to thousands of contacts | ||
Deliver drip sequences at the perfect moment | ||
It helps you to track the impact of your marketing emails in real-time |
14 Day Free Trial
16) Nimble CRM
Nimble CRM is an app that helps you manage client contacts into segmented lists effectively. It also helps you organize your team tasks, events, and communications to each deal, and it provides a dashboard to manage appointments and tasks.
Features:
- Manage your sales process
- Track your team’s activities
- It is available as a browser widget, mobile app, and more.
- It helps you to organize contacts with tags and notes.
- Supported Operating Systems: iPhone, Mac, Web-Based, etc.
- Pricing: Two pricing plans: 1) Nimble Business (Monthly) US $25 2) Nimble Business (Yearly) US $19.
- Free Trial: Yes – 14 days
👍 Pros | 👎 Cons | |
---|---|---|
You can set reminders and can extend nimble with more tools. | Doesn’t have a good email editor. | |
It helps you to improve sales pipeline tracking and reporting. | It comes with only one pipeline | |
Get a complete view of upcoming events and meetings. | ||
It helps you combine your contact’s social media connections with more than 160 apps. |
14 Day Free Trial
17) Sugar CRM
SugarCRM is an easy-to-use software that allows you to create detailed profiles of customers so you can track everything about that potential customer. This sales management app lets you map out their journey, from their first Conversation to customer satisfaction.
SugarCRM also summarizes your performance and offers datasheets and reports to help you with sales forecasting and identify areas for improvement.
Features:
- You can access customer opportunities, purchase history, and other details
- Effortlessly map out each customer journey
- You can keep track of your most critical customer interactions and information
- Automate your most complex business processes with drag-and-drop ease
- Supported platforms: Windows, Linux/Unix/Mac OS.
- Pricing: Four Pricing plans: 1) Sugar Professional- $52 2) Sugar Enterprise $85 3) Sugar Serve- $80.
- Free Trial: Yes- 7 Days.
👍 Pros | 👎 Cons | |
---|---|---|
Integrate the CRM solution with any app from your email and calendar. | Slow load times and clunky navigation | |
Multi-channel Marketing Platform for All Business Needs | The system offers limited data reporting functionalities | |
Create professional-quality landing pages, bulk emails, and conversion forms. | ||
Use AI lead-interest analysis to quickly create dynamic, multi-phase, highly targeted campaigns. | ||
It helps you to analyze performance & Visualize Results. |
7 Day Free Trial
» Check here our list of the Best Lead Management Software
FAQs
Best Sales Management Software
Name | Monday | Pipedrive | Zoho CRM | SalesForce |
Features | ✔️ Offers that allow macro-level views of projects ✔️ It offers services in multiple languages |
✔️ Cut sales-related legwork ✔️ Automate your workflow, cut the legwork |
✔️ It allows you to access your business contacts at your fingertips. ✔️ Zoho CRM enables you to manage your tasks and deals efficiently. |
✔️ Build more meaningful and lasting relationships. ✔️ It offers improved communication and training materials. |
Price | Free Forever Plan | 14 Day Free Trial (No Credit Card Required) | 15-day free trial (No Credit Card Required) | 30 Day Free Trial (No Credit Card Required) |
Review/Rating | ||||
Link | Visit website | Visit website | Visit website | Visit website |